Money Purchase · DOL Form 5500 · 2023

Herskovitz & Wynn PC Money Purchase Plan

Data updated 2026-08-25

$819K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$409,517
Avg per participant High balance/head
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Official DOL plan name: Herskovitz & Wynn Profit Sharing Plan · Sponsored by Herskovitz & Wynn PC · Pennsylvania · Professional & Technical Services

$819K in assets, 2 participants

Herskovitz & Wynn PC's Herskovitz & Wynn Profit Sharing Plan reported $819K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,464 in Professional & Technical Services (20,321 peers)

Herskovitz & Wynn PC multi-year trail

Herskovitz & Wynn PC's plans moved +14.7% in assets from 2022 to 2024; this filing shows Herskovitz & Wynn Profit Sharing Plan at $819K / 2 participants.

#3,464
in Professional & Technical Services (20,321 peers)
+5.9%
assets growth YoY

Herskovitz & Wynn Profit Sharing Plan among the smaller filed plans by assets

Herskovitz & Wynn Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$819,034 22nd percentile higher than 22% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Herskovitz & Wynn Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herskovitz & Wynn Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Herskovitz & Wynn Profit Sharing Plan reported net income rose from -$125K in the plan year 2022 filing to $46K in the plan year 2023 filing.
  • Herskovitz & Wynn Profit Sharing Plan end-of-year assets rose from $773K in the plan year 2022 filing to $819K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 251348698 · Herskovitz & Wynn PC PY 2023 · Money Purchase

Herskovitz & Wynn Profit Sharing Plan · $819K · 2 · 22nd

  • EIN $819K
  • RANK 2
  • PHOTO 22nd
  • IND Money Purchase
  • EOY near Allied Builders Supply Corp. Pension Plan
  • 5500 ind #3464

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Herskovitz & Wynn Profit Sharing Plan in the asset neighbourhood

Dennis a Becker Psp$838KAsociados En Nefrologia Retirement PlanAsociados En Nefrologia Reti…$840KHerskovitz & Wynn Profit Sharing PlanHerskovitz & Wynn Profit Sha…$819KAllied Builders Supply Corp. Pension PlanAllied Builders Supply Corp.…$807KJiles Farms Inc Employee Pension PlanJiles Farms Inc Employee Pen…$804K
End-of-year total assets ($M) among Herskovitz & Wynn Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Herskovitz & Wynn PC multi-year asset trail

Sponsor-wide plan assets over time

All Herskovitz & Wynn PC plans reported in each filing year

Latest sponsor-wide plan assets
$887K 14.699399264215085% vs 2022
2024 filing year
$0.75M$0.8M$0.85M$0.9M$0.95M 202220232024 $0.77M $0.89M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 2 $773K
2023 1 2 $819K
2024 1 2 $887K

Herskovitz & Wynn PC filing trail (2023)

Total Assets (Beginning of Year)$773K
Net Assets (End of Year)$819K
Net Income$46K
Employer EIN251348698
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Herskovitz & Wynn Profit Sharing Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Herskovitz & Wynn Profit Sharing Plan, Total assets ($M): 0.819034 · Participants: 2Herskovitz & Wynn Profit Sharing PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 877.450231 · Participants: 3684Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 321.029187 · Participants: 478Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 170.013061 · Participants: 658IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 161.591269 · Participants: 1331Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 145.172051 · Participants: 632Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Herskovitz & Wynn Profit Sharing Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Herskovitz & Wynn Profit Sharing Plan side-by-side with 3 peers →

Herskovitz & Wynn Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Allied Builders Supply Corp. Pension Plan in NY ($807K); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($819K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Herskovitz & Wynn Profit Sharing Plan assets move in 2023? ▼
Herskovitz & Wynn Profit Sharing Plan grew at a solid clip - up 5.9% during 2023, from $773K to $819K. Reported net income was $46K.
How have Herskovitz & Wynn PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herskovitz & Wynn PC's sponsor-wide assets grew 14.7%, from $773K to $887K.
Where does Herskovitz & Wynn Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Herskovitz & Wynn Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Herskovitz & Wynn Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Allied Builders Supply Corp. Pension Plan in NY ($807K, 6 participants).
Which Money Purchase plans cover a similar participant headcount to Herskovitz & Wynn Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251348698.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.